01. About Us
Latitude Wealth Management is a wealth management boutique based in Honolulu, Hawaii. We offer investment advice and financial planning to individuals and small businesses that focus on wealth creation, protection and legacy strategies.
02. Our Mission
We do our best to provide the highest quality investment and insurance advice, comprehensive financial planning, and services that will exceed your expectations. We strive to be our client’s trusted advisor.
03. Our Process
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
Our Services
Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
Through on-going, active, professional management, we aim to help create and preserve your wealth to help you reach your financial goals.
Even though you may think you’ve covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it. We will review and advise you on your asset protection needs to include long-term care, life, disability & cancer insurance.
Meet Our Team
We offer personalized hands-on service to help manage your financial life-style, as well as other issues that are critical to your financial well-being.
Blogs
Tax season might not spark joy, but a refund sure can. In 2025, the IRS estimates the average federal income tax refund will top $3,170. 1 That means a lot of folks are suddenly asking the same question: What should I do with it? Splurge? Save? Invest? The good news: there’s no one-size-fits-all answer. But there are a few options that tend to deliver more peace of mind and long-term upside. Here are five smart...
Planning for retirement is not just about finances; it’s about planning for your overall well-being, which should involve thinking about your health and personal needs.
What will happen to your business when it’s time for you to take a step back? That can be a tough question that many business owners eventually have to face. Yet, far too many admit they don't have a formal succession plan in place. In fact, looking at family businesses alone, about 61% say they do not have a documented succession plan. 1 Why? Many business owners say they haven’t put together a succession plan...